Services

As a full service investment management firm, Stokes Financial Group is the all-inclusive answer to your financial planning needs.

Focused on providing exemplary service in two main areas, our family owned and operated firm offers Retirement Plan guidance and Wealth Management Services.

Company Sponsored Retirement Plans -

Stokes Financial Group specializes in business sponsored retirement plans, and is adept in all areas of retirement planning services. We staff a retirement plan specialist and consultant, and we work with business owners, CEOs, CFOs, HR directors, and other executives in a 3(21) fiduciary capacity. To ensure that proper plan management is achieved, we run the plan through an integrated process that is reviewed and refined on a continual basis. Our onsite and online education meetings support HR personnel with plan administration, employee participation, employee education and overall financial wellness for your workforce. Your business is unique and Stokes Financial Group offers unparalleled plan support so that you can make the most out of your company’s retirement plan.

Wealth Management - A full-service financial planning firm, Stokes Financial Group has all areas of your personal and professional wealth management covered. We help individuals, families, and businesses create a more complete financial picture with our comprehensive suite of planning services. Well versed in handling all matters of wealth and investment management, our team is poised to assist you in turning your future dreams, into your current reality.

Advisory Services

Money Management

Estate Planning

Insurance Services

Trust Services

Tax Planning

Mortgage Services

Regardless of your current financial needs, Stokes Financial Group takes great pride in caring for the people we work with, and facing life’s many challenges together.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2019 FMG Suite.

Brian Stokes is a registered principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Stokes Financial Group and IFG are not affiliated.

Licensed to sell securities in the following states: AZ, CA, MI, MA, NV, and WA

Licensed to sell insurance products in the following states: AZ, CA and NV

CA Insurance Lic # 0831591

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.